Let clients register a matter and receive structured status updates — current stage, next step and last update date — without chasing the firm by phone.
Quick answer
Lets a client register a matter and then receive consistent updates - current stage, next step and last change - so they stay informed without chasing the firm by phone.
Disclaimer: this page is for process reference only. Status updates are informational and are not legal advice or a guarantee of outcome.
Methodology: status fields follow common case-management update practice; align stages to your workflow.
Clients call for updates because they have no other window into a matter. This form lets a client register their case and receive structured status updates — the current stage, the next step and the last update date — turning anxious phone calls into a predictable, low-effort touchpoint.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Reference or case number to track.
Where the matter stands today.
The action coming up.
When the status last changed.
From copy to deliverable in four steps.
Copy it and set the stages your matters pass through.
They enter the matter reference and contact.
Tick the current stage and next step.
The update reaches them without a phone call.
Pick your role — see how it fits your workflow.
Cut repetitive 'any update?' calls.
Standardize client-facing status cadence.
See where their matter stands on demand.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
